International Private Bank - Investor Analyst - LatAm South

Testing Site - JPMC; New York (NY); On-site; USD 80,000 - 105,000; Full time

Job summary

J.P. Morgan's International Private Bank in New York invites applications for a Program Investor Analyst to join an integrated team of bankers, investment specialists, capital advisors, and trust and estate experts to grow new clients and serve existing ones.

The two-year program offers a path to an Associate role based on performance and company needs. You will work with clients across the Latin America (South) market, prepare pitch books, analyze balance sheets, and tailor recommendations that

Qualifications

• Bachelor’s degree with GPA ≥ 3.2.
• No more than two years of work experience after undergrad.
• Aptitude for sales and client relationship management.
• Fluent in English and Spanish.

Responsibilities

• Help devise customized financial strategies for existing and prospective clients in the Latin America (South) market.
• Prepare pitch books and meeting materials.
• Collaborate with team members to analyze balance sheets and investment objectives.
• Produce tailored recommendations that consider risk/return objectives.
• Become an expert in models to provide tailored solutions.
• Conduct research and support product development and prospecting efforts.
• Manage client inquiries and follow up communications with materials.

Skills

Sales aptitude

Client relationship management

Bilingual English/Spanish

Education

Bachelor’s degree

GPA 3.2 or higher

Job description

Job Posting

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Program Investor Analyst in the International Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clientsin the Latin America (South) market

• Prepare pitch books and meeting materials

• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives

• Become an expert in a range of proprietary models to provide recommendations on tailored solutions

• Conduct research and analysis; assist with product development and prospecting efforts

• Research client inquiries and manage follow up communication and materials

• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree with a minimum overall GPA of 3.2

• No more than two years of work experience following completion of undergraduate program

• Demonstrated aptitude for sales and client relationship management

• Fluent in English and Spanish

Preferred Qualifications, Capabilities, and Skills

• Superior multi-tasking and organizational skills

• Excellent communication skills and poise giving presentations

• Genuine interest in financial markets and macro-level economic trends

• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions